Priceville, AL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Lanark Financial, Inc.
Multi-team
Firm-wide stats for Lanark Financial, Inc.
About
Lanark Financial provides investment management, financial planning, and related advisory services to individuals (including high-net-worth clients), retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers program-based accounts through ProAM, APS, Envestnet and several RBC-sponsored IA programs.
Lanark evaluates client circumstances through a Client Profile and delivers advice via a mix of discretionary and non-discretionary arrangements, with roughly $795 million managed discretionary and $989 million managed non-discretionary as of December 31, 2025. The firm acts as a program sponsor and uses third‑party and affiliated sub‑advisers, overlay managers, and model portfolios, and it offers optional services such as tax overlay management and personal conviction overlay screens on UMA and model-based accounts.
Distinctive features noted in the brochure include dual registration as a FINRA‑member broker‑dealer and registered investment adviser (SIPC member), the operation of an affiliated investment‑management division (Lanark Asset Management), and an affiliated advisory firm (Financial Advisory Partners). The brochure also discloses prior regulatory settlement activity involving NBC Securities related to mutual fund share‑class disclosure and 12b‑1 fees (disgorgement and prejudgment interest of $393,491.51 plus $32,628.32), and describes brokerage‑side activities and compensation practices (including commissionable insurance and interest‑sharing on cash sweep programs) that can create conflicts of interest distinct from many peer multi‑team advisory firms.
Based on Lanark Financial, Inc.
Expertise
Based on Lanark Financial, Inc.
Location
496 Highway 67 South, Suite C
Priceville AL 35603
Advisors at this office
2
Advisors at this office
Trevor K
Series 66
Priceville, AL
Lanark Financial, Inc.
Trevor Kurzhal is a financial advisor at Lanark Financial, Inc. with five years of industry experience and holds a Series 66 designation. Prior to his advisory career, he worked at The University of North Alabama and has been involved with Grace Life Church of the Shoals since 2015. Outside of finance, he works in audio production, mixing, and mastering music for local artists and also handles media production and editing for church-related ministries. Lanark Financial provides investment management, financial planning, and advisory services to a range of clients including individuals, retirement plans, trusts, and institutional entities. The firm manages approximately $1.78 billion in client assets and offers both discretionary and non-discretionary advisory arrangements across multiple advisor teams.
Todd K
Series 63, Series 65
Priceville, AL
Lanark Financial, Inc.
Todd Kurzhal is a financial advisor at Lanark Financial, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with NBC Securities, Inc. since 2002. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers program-based accounts with both discretionary and non-discretionary arrangements.
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